See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,459 | $96,557-10.5% | $80,975+6.8% | $273,961-68.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.13% | 15.14%-15.0pp | 17.10%-17.0pp | 41.45%-41.3pp |
| Employer contribution / active EE | $5,534 | $4,868+13.7% | $3,714+49.0% | $4,869+13.7% |
| Participant deferral / active EE | $18,839 | $6,598+185.5% | $5,696+230.7% | $5,287+256.3% |
| Admin fee / account holder | $253 | $7,492-96.6% | $5,516-95.4% | $10,132-97.5% |